Filed October 11, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,325 | $48,570-27.3% | $130,648-73.0% | $72,985-51.6% |
| Participation rate | 87.5% | 58.6%+28.9pp | 71.7%+15.8pp | 69.5%+18.0pp |
| Annual return | 22.62% | 38.63%-16.0pp | 1708.96%-1686.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,289 | $1,334+221.5% | $4,092+4.8% | $2,440+75.8% |
| Participant deferral / active EE | $2,710 | $2,384+13.7% | $3,603-24.8% | $3,607-24.9% |
| Admin fee / account holder | $858 | $3,549-75.8% | $5,464-84.3% | $5,124-83.3% |